How much does assets under management fee, annual cost in Northeast Florida?

Typically $0.75 to $1.25. Percent of assets, tiered lower above 1 million

How much does robo-advisor with human access, annual cost in Northeast Florida?

Typically $0.25 to $0.5. Percent of assets

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What financial advice costs in St. Johns County (2026) | 904biz

Cost guide · updated October 2026

What financial advice costs in St. Johns County

Typical 2026 fee structures. The right comparison is total yearly cost, including fund expenses inside the portfolio.

Job	Typical range
Assets under management fee, annual Percent of assets, tiered lower above 1 million	$0.75 – $1.25
One-time comprehensive financial plan	$2,500 – $7,500
Ongoing flat-fee planning, annual	$4,000 – $12,000
Hourly advice	$200 – $450
Retirement income or Social Security analysis only	$500 – $1,500
Robo-advisor with human access, annual Percent of assets	$0.25 – $0.5

What changes the price

Whether the fee is a percentage of assets, flat or hourly
Account size and tiered fee schedules
Fund and ETF expense ratios inside the portfolio
Commissions on insurance and annuity products
How much tax and estate coordination is included

Local tips

Ask for the all-in cost as a dollar figure for your situation, not just a percentage
Compare a flat-fee plan against a percentage fee once your assets pass about 1 million
Be careful with annuities pitched at free dinner seminars, which are common around World Golf Village and Ponte Vedra
Review the fee schedule every year and ask about breakpoints as your account grows

Top-rated financial advisors near you

Ponte Vedra Wealth Management Group of Wells Fargo Advisors

5.025 Google reviews

Financial Advisor · Ponte Vedra Beach

818 Jimmy Buffett Memorial Highway, Palm Valley

Financial Advisor in Ponte Vedra Beach, FL

Call now(904) 273-7918

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Ranges are estimates from local quotes and public price data; your price will vary. 904biz is not a party to any work. Local financial advisors: think a number is off? Tell us.

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